Private Client Relationship Manager II
7 days ago
Citizens is seeking a skilled Private Client Relationship Manager II to join our team. As a key member of our Core Banking Division, you will play a critical role in deepening relationships with our affluent and high-net-worth clients.
Key Responsibilities- Provide tailored advice and solutions to clients to help them achieve their short- and long-term financial goals.
- Collaborate with peers across banking, lending, and investing to identify opportunities and exceed client expectations.
- Build and maintain relationships with internal business partners to ensure seamless execution of solutions.
- Stay up-to-date with industry trends and regulatory requirements to ensure a sound control environment.
- Excellent written and verbal communication skills.
- Proven track record of identifying and transitioning high-quality introductions.
- Relevant financial services experience, with a focus on wealth management and private banking.
- Familiarity with consumer lending solutions and sales of banking products and services.
- Knowledgeable of regulatory requirements and able to ensure a sound control environment.
- Certification/license: SIE, Series 6 or 7, 63 or 66, and Life and Health Insurance Licenses.
- At least two licenses required; additional licenses can be obtained within a specific timeframe upon hire.
Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your potential and maximize your career growth.
Background checks are required for all candidates. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
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Private Client Relationship Manager II
2 days ago
Naples, Florida, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Relationship Manager II to deepen relationships with affluent and high-net-worth clients. As part of the Core Banking Division, this role will engage directly with clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.The...
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Private Client Relationship Manager II
1 week ago
Naples, Florida, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager II to deepen relationships with affluent and high-net-worth clients. As part of the Core Banking Division, this role will engage directly with clients to exceed their expectations by thinking long term, always doing the right thing, and collaborating with colleagues.Key...
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Private Client Relationship Manager II
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Naples, Florida, United States Citizens Full timeJob SummaryCitizens is seeking a Private Client Relationship Manager II to deepen relationships with affluent and high-net-worth clients by collaborating with peers across banking, lending, and investing. The successful candidate will provide tailored advice, personalized experiences, and innovative ideas, products, and solutions to help clients navigate...
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Private Client Relationship Manager II
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